8 workflow automations purpose-built on top of Xero — no data leaves your system, no parallel tool for your team to learn.
AI matches bank and card feeds to QuickBooks Online entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier. Purpose-built for teams running Xero — uses the native API or agent integration so nothing leaves the system of record.
AI pulls bills from every channel, extracts line items, assigns GL codes using Small Business Bookkeeping patterns, routes approvals, and sends payment files to QuickBooks Online — processing cost per invoice drops from $15 to under $2. Purpose-built for teams running Xero — uses the native API or agent integration so nothing leaves the system of record.
AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4. Purpose-built for teams running Xero — uses the native API or agent integration so nothing leaves the system of record.
AI diffs each payroll run against the prior period, flags any variance over 5% or unusual one-time items, and holds them for approval — payroll errors caught pre-run, not post-deposit. Purpose-built for teams running Xero — uses the native API or agent integration so nothing leaves the system of record.
AI classifies every incoming notice, links it to the client file in QuickBooks Online, drafts the response, and calendars the deadline — no notice slips past a response window. Purpose-built for teams running Xero — uses the native API or agent integration so nothing leaves the system of record.
AI ingests bank feeds, statements, and QuickBooks Online data, rebuilds a clean transaction timeline, and flags suspicious patterns — investigators start at analysis, not data entry. Purpose-built for teams running Xero — uses the native API or agent integration so nothing leaves the system of record.
AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting. Purpose-built for teams running Xero — uses the native API or agent integration so nothing leaves the system of record.
AI rebuilds the 13-week forecast nightly from live data, flags any week projected to go below minimum cash, and emails the owner with recommended actions — the forecast is always current. Purpose-built for teams running Xero — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Xero for any repetitive process. Tell us what you'd automate.
